Job Estimate Maintenance - Fields Home | FAQs & Troubleshooting

 

Job Estimate Maintenance

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Estimate No.

Enter an estimate number representing the job estimate you want to add or maintain, or click the Lookup button to list all estimate numbers.

 

Description

Type a description for this job estimate. This description will be printed on job estimate reports.

Click the Memo button to create and maintain memos for the current customer. The Memo button is available only if the Accounts Receivable module is integrated with Job Cost and Yes or Maintain is selected in the Memo Options field in Memo Manager Maintenance. If Yes is selected, you can review customer memos. If Maintain is selected, you can maintain and review customer memos.

 

1. Main

 

Customer No.

Enter an open item customer number, or click the Lookup button to list all customer numbers.

Alternately, start typing a customer name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the customer number will appear in the field.

• If divisions are set up in the Accounts Receivable module, the first two characters entered must be a valid division number.

• If divisions are not set up and you enter ALL as a customer number to create a customer on the fly, you will not be able to enter a record for that customer in Line Item Commission Maintenance.

• If you enter a customer whose status is set to Inactive in Customer Maintenance, a message appears warning you that the customer is inactive and cannot be used.

Note All Job Cost customers are open item customers. A message appears if you attempt to enter a balance forward customer number.

Type a new customer number to add a customer using Customer Maintenance (On the Fly). This task can be accessed only with the appropriate security setup; some nonessential fields are omitted to speed data entry. You can access Customer Maintenance at a later time to complete the remaining entries for a new customer.

This field is available only if the Accounts Receivable module is integrated with Job Cost.

 

Name

If an Accounts Receivable customer number has been entered this field displays the A/R Customer Name. Otherwise, if the customer number is left blank a customer name may be entered.

 

Country Code

Enter the country code, or click the Lookup button to list all country codes. If the ZIP Code field is entered, the country code automatically appears.

A country code is needed to ensure that the correct city and state or province are entered based on the ZIP or postal code.

Enter a new country code to add a country code using Country Code Maintenance (On the Fly).

 

Job Address

Type the job location's street address.

 

ZIP/Postal Code

Type the job location's ZIP or postal code.

 

City

Type the name of the city. If a ZIP or postal code is entered, the city name automatically appears.

 

State/Province

Type the state or province abbreviation. If a ZIP or postal code is entered, the abbreviation automatically appears.

 

Contact

Type the contact person's name for the job site, or click the Lookup button to list all contact names.

 

Telephone

Type the contact person's phone number for the job site (area code first, then the number). Select the phone type in the field to the right.

For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the phone number based on the country code.

 

Extension

Type the contact person's phone extension number for the job site.

 

Fax Number

Type the contact person's fax number starting with the area code.

Note The fax number must include the area code to process a fax.

For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the fax number based on the country code.

 

E-mail

Type the contact person's e-mail address. Use a semicolon ( ; ) to separate multiple e-mail addresses. Click the E-mail button to launch your e-mail application. The e-mail address(s) entered defaults to the To section of the e-mail.

Note The e-mail application that is launched is selected in Microsoft Internet Explorer. For more information, refer to the Internet Explorer Help system.

 

Comment

Type a comment about the job to be printed in job estimate headings.

 

Estimator

Type the estimator's name for the job.

 

Estimate Status

Select the status of the estimate. The estimate status prints on the estimate report headings.

 

Status Date

Type a date on which the estimate status applies. For estimates entered during the conversion process, type the date the estimate was created, opened, or closed.

 

Last Revision Date

Type the date the last revision was made for the estimate.

 

Estimated Start Date

Type the estimated date on which the job is scheduled to begin.

 

Estimated Completion Date

Type the estimated date on which the job is scheduled for completion.

 

Job Type

Enter the job type identifying the estimate, or click the Lookup button to list all job types.

 

Sort Field

Type a sort field to use to sort job estimate reports. The field name displayed for this field is based on your entry in the Job Sort Field Description field in Job Cost Options.

 

Unit of Measure

Type the unit of measure for this job.

Note The unit of measure appears only if an entry is made in the Unit of Measure field in the Job Type file. To have per-unit costs calculated as part of total job expenses and printed on Job Cost reports, you must make an entry in this field and in the Total field.

 

Total (Unit of Measure)

Type the total number of units involved in the estimate, based on the unit of measure defined in the Unit of Measure field (total square footage, total number of buildings, total number of apartments, etc.). This field is available only if you enter a unit of measure in the Unit of Measure field.

 

Tax Schedule

Enter the applicable sales tax schedule for this customer, or click the Lookup button to list all codes. This field is available only if the Sales Tax Reporting check box is selected in Accounts Receivable Options.

A new tax schedule can be added on the fly. The Sales Tax Schedule Maintenance (On the Fly) window appears; some nonessential fields are omitted to speed data entry. Access Sales Tax Schedule Maintenance at a later time to complete the remaining entries for the new code.

Note  The sales tax schedule will default to "blank" if a customer number is not entered in the Customer No. field.

 

2. Item Detail

 

Line Entry Grid

The Line Entry Grid is used to enter the item detail information for the estimate.

For more information, see:

Item Code	Description
Cost Code	Cost Type
Quantity	Mark Up Method
Unit Cost	Mark Up Rate

 

Quick Row

This field displays the number of the selected row in the primary grid. Additional fields for the selected row appear in the secondary grid. Enter a row number to view or edit information for a different row, or click the Find Row button to search for a row in the Search Grid window.

Item Code

Enter an item code representing the item from the Item Pricing file to be used in calculating the cost of the estimate, or click the Lookup button to list all item codes.

 Entry Sample

Type....	To....
/M	enter a miscellaneous (non-standard) item not set up in the Item Pricing file.
/C	enter a comment line to be printed on estimate reports.
*SUB	print subtotals on estimate reports. The total of all extended costs for all line entries since the previous subtotal line is printed.
*TOT	print totals on estimate reports. The grand total of all line entries since the previous total line is printed.

 

Cost Code

Enter the cost code to use, or click the Lookup button to list all cost codes.

 

Quantity

Type the estimated quantity for the item. You can type from zero to four decimal places depending on the number of decimal places selected in the Number of Decimal Places in Unit Entries field in Job Cost Options.

 

Unit Cost

Type the unit cost for the item. You can type from zero to four decimal places depending on the number of decimal places selected in the Number of Decimal Places in Cost Entries field in Job Cost Options.

Description

Type the description for this item.

• If /M is entered in the Item Code field, type a description for the miscellaneous item.

• If /C is entered in the Item Code field, type a comment to print on estimate reports.

• If *SUB or *TOT is entered in the Item Code field, type the description to print for subtotal and total lines on estimate reports.

 

Cost Type

Enter the cost type to use for the item, or click the Lookup button to list all cost types.

 

Markup Method

Select the markup method.

• Select Percent to use percentage markup as the markup method.

• Select Dollar to use dollar markup as the markup method.

• Select Override to use price override as the markup method.

This field is available only if /M (miscellaneous) is entered in the Item Code field.

 

Markup Rate

Type the appropriate markup rate for the item.

• Type the percentage rate for percentage markup (Percent) items.

• Type the markup dollar amount for dollar amount markup (Dollar) items.

• Type the new price for override price (Override) items.

This field is available only if / M (miscellaneous) is entered in the Item Code field and if Percent or Dollar is selected in the Markup Method field.